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submitted to ApJ
Large Magellanic Cloud Bump Cepheids: Probing the Stellar
Mass-Luminosity Relation
S. C. Keller
IGPP, L-413, LLNL, PO Box 505, Livermore, CA 94550
and
P. R. Wood
RSAA, Australian National University, Canberra A.C.T. 2600, Australia
ABSTRACT
We present the results of non-linear pulsation modelling of 20 bump Cepheids
in the LMC. By obtaining a optimal fit to the observed V, R MACHO lightcurves
we have placed tight constraints on stellar parameters of M , L, Teff and well as
quantities of distance modulus and reddening. We describe the mass-luminosity
relation for core-He burning for intermediate mass stars. The mass-luminosity
relation depends critically on the level of mixing within the stellar interior over the
course of the main-sequence lifetime. Our sample is significantly more luminous
than predicted by classical stellar evolutionary models that do not incorporate
extension to the convective core. Under the paradigm of convective core overshoot
our data implies Λc of 0.65±0.03l/Hp. We derive a LMC distance modulus of
18.55±0.02.
Subject headings: Cepheids:pulsation stellar:evolution
1. Introduction
Cepheids are classical distance indicators. Their tight conformity to a period-luminosity
relationship has made them the fundamental basis of the extra-galactic distance scale and
– 2 –
hence integral to observational cosmology. Ideally, we would like to have theoretical models
capable of accurately predicting the period-luminosity relation and its metallicity depen-
dence. The regularity of Cepheid pulsation provides a set of well defined observational
parameters with which to confront the predictions of theoretical models of stellar pulsations.
In this way, Cepheids provide us the ability to closely scrutinise the accuracy of input physics
within pulsation models.
Cepheid light curves display a variety of shapes and amplitudes that are period depen-
dent (the Hertzsprung (1926) progression). A feature of the lightcurves of some Cepheids is a
pronounced bump either preceding or following maximum. The bump arises from resonance
between the fundamental mode and second overtone. This resonance becomes particularly
prominent when the period ratio of these two modes (P0/P2=P02) is ∼ 2.
The bump enables us to break the degeneracy that exists between observable quanti-
ties; lightcurve shape, amplitude, period and the intrinsic properties; mass, luminosity and
temperature of the Cepheid. Such a technique was first proposed by Stobie (1969) and
was demonstrated by Wood, Arnold, & Sebo (1997)(hereafter Paper 1) in their non-linear
pulsation analysis of the LMC bump Cepheid HV 905.
Through the analysis of bump Cepheids we have a probe of the stellar mass-luminosity
(M-L) relation for core He-burning stars. The M-L relation depends critically on the size
of the central He core established (largely) during the course of the star’s main-sequence
lifetime. The size of the He core is in turn, determined by the extent of convection in the
vicinity of the convective core.
The treatment of convection remains the weakest point in our description of massive
stars. Ongoing debate focuses on the degree of extension to the convective core beyond that
predicted by standard, non-rotating stellar evolution models. Extension of the convective
core has traditionally been discussed in terms of convective core overshoot (CCO) in the
formalism of mixing-length theory. The CCO parameter, Λc, sets the height (as a fraction of
the pressure scale height) to which gas packets from the convective core rise into the formally
convectively stable region surrounding the core.
Mixing in the vicinity of the convective core produces a number of important evolu-
tionary changes that are expressed in a stellar population. It expands the amount of H
available to the core and hence extends the main-sequence lifetime. The star consequently
develops a more massive He core and the subsequent post-main-sequence evolution occurs
at a more rapid pace and at higher luminosities. That is, the M-L relation is significantly
more luminous than that of classical models.
Numerous studies have attempted to ascertain the efficiency of CCO from a theoret-
– 3 –
ical basis with results that range from negligible to substantial (see e.g. Bressan, Chiosi,
& Bertelli (1981)). An analytical approach appears limited given the complexity of the
phenomenon. Laboratory fluid dynamics shows that an understanding of convective mixing
requires a description of the turbulence field at all scales, a problem that will require detailed
hydrodynamical modelling.
Observations are required to ascertain the amount of CCO to apply in stellar evolu-
tionary models. Many studies have sought to do so through the study of young cluster
populations (most recently Barmina et al. (2002); Keller, Da Costa, & Bessell (2001)) and
from the broader field population (Beaulieu et al. 2001; Cordier et al. 2002) of the Magellanic
Clouds. Whilst large uncertainties exist in the derived values of Λc, the broad consensus of
these studies is the necessity of some level of CCO.
Another way of quantifying Λc is to use masses and luminosities of Cepheids. Dynamical
masses for Cepheids are presented by Evans et al. (1997, 1998) and Bohm-Vitense et al.
(1997a,b). Derived masses have considerable uncertainties but the combined sample (Evans
et al. 1998) indicates the necessity for some level of CCO.
This study aims to quantitatively establish the level of CCO by an examination of the
M-L relation of a sample of bump Cepheids from the LMC. A consistent result of pulsation
modelling is that the M-L relation for Cepheids is significantly brighter than predicted by
classical stellar evolution. The study of the bump Cepheid HV905 in Paper 1 found a
bump mass 29% lower than that required by evolutionary models without CCO. Recently,
Bono, Castellani, & Marconi (2002) applied non-linear modelling techniques that incorporate
turbulent convection to two LMC bump Cepheids. They found that an acceptable match
between model and observed lightcurves required a mass-luminosity relation in which stars
are ∼15% lower in mass than predicted by evolutionary models that neglect convective core
overshoot. Linear pulsation analyses (Sebo & Wood 1995; Kanbur & Simon 1994) similarly
require pulsation masses for Cepheids that are significantly lower than evolution masses.
2. Observations
Photometry for the LMC bump Cepheids considered here is taken from the MACHO
photometric database. Stars are only considered from the central bar region (the top 22
MACHO fields) in which standardised photometry exists. Magnitudes in the MACHO B and
R passbands have been converted to Kron-Cousins V and R using existing transofromations
described in Alcock et al. (1999). Photometric uncertainties are quoted as ±0.035 mag in
zero point and V −R colour. The observed Cepheids are listed in Table 1.
– 4 –
3. Model Details
Details of the non-linear pulsation code are given in Paper 1. The opacities have been
updated to OPAL 96 (Iglesias & Rogers 1996), supplemented at low temperatures by those
of Alexander & Ferguson (1994). Convective energy transport was included by means of
mixing-length theory with the assumption of a mixing length of 1.6 pressure scale heights.
A linear non-adiabatic code was used to derive the starting model for each simulation.
Models contained 460 mass points outside an inner radius of 0.3 R⊙. Transformation of L
and Teff into V and V −R of our observations was made through interpolation into a grid
of synthetically derived colours and bolometric corrections. The colors were computed for
the revised Kurucz (1993) fluxes used in Bessell, Castelli, & Plez (1998) and described in
more detail in Castelli (1999). Magnitudes were computed through energy integration using
the passbands of Bessell (1990). We computed non-linear models at a fixed composition of
Y=0.27 and Z=0.008 found for young objects in the LMC (Russell & Bessell 1989).
In contrast to Bono, Castellani, & Marconi (2002), our method uses only stellar pul-
sation and stellar atmosphere theory, we do not make recourse to existing mass-luminosity
(M-L) relations. Once abundance is assumed three parameters, M , L and Teff remain to
characterise the the pulsating envelope of each Cepheid. Thus three conditions are required
to determine these quantities.
The first condition is that the fundamental pulsation period of the starting linear models
must satisfy the observed period of the Cepheid. The other two conditions come from
fitting non-linear model lightcurves to the observations. The two parameters we chose as
independent variables for the lightcurve fit were Teff and P02, the ratio of the fundamental to
second overtone periods. The amplitude of pulsation is dependent on the star’s temperature
relative to the blue edge of the IS. Hence the amplitude of pulsation is a strong constraint
on Teff . The phase of the bump is dependent on P02 and furthermore, is independent of the
pulsation amplitude (Simon & Lee 1981).
To commence the modelling process values of Teff and P02 were specified and parameters
L and M were iterated until the required linear period and P02 were produced. Once model
parameters were determined, the static model was perturbed with the eigenfunction of the
linear adiabatic fundamental mode. The perturbed model was run until the kinetic energy
of the pulsation reached a limit cycle.
Our models incorporate convective energy transfer through the mixing length approxi-
mation. This is known to be only a partial description of the internal physics in a Cepheid
atmosphere. In particular, at cooler temperatures as the convective regions become larger
and the dynamical timescale becomes a significant fraction of the pulsation period our models
– 5 –
are expected to become increasingly divergent. This is a well known shortcoming of models
that implement the mixing-length approximation. Whilst our models can match the blue
edge of the instability strip (IS) they can not reproduce its red edge. In the vicinity of the
red edge the amplitude of pulsation is too high, a feature that can not be circumvented by
modification of artificial viscosity parameters. To produce a physical red edge an additional
form of energy dissipation is required. Convective processes are the likely cause of this.
Yecko, Kollath, & Buchler (1998) shows that models with a parametrised formulation of
turbulent convective mixing are able to match the fundamental and first overtone instability
strips through a fine tuning of parameters.
Yecko et al. consider the case of a 5M⊙ star modeled both with mixing-length approxi-
mation and with turbulent convection. Consideration of the model growth rates (their figure
11) shows insignificant differences over the bluest 1/4 of the IS, becoming increasingly diver-
gent thereafter. In order to avoid as much as possible the short comings of the mixing-length
approach we have sought bump Cepheids close to the blue edge of the IS (see Fig. 1).
4. Results
In figures 2 & 3 we show the effects of variation of the two parameters Teff and P02.
As we change P02 we modify the phase at which the bump is located. Similarly, as Teff is
varied the amplitude is changed. The best fit to the observed light curve is shown in the
central panel. Here for the purpose of illustration we show five models widely separated
in parameter space. In the determination of the best model, however, we use a iterative
chi-squared minimisation technique.
The offset of the model MV and observed V light curves gives the apparent distance
modulus. Having obtained a model that matches the V light curve of each bump Cepheid, the
observed V -R colour curve was shifted onto the model intrinsic V -R colour curve. The shift
required to do so is the colour excess, EV −R, which can be converted to visual absorption,
AV , using a standard reddening curve (AV =1.78E(V − R) was used). The true distance
modulus can then be obtained from the apparent distance modulus. The best fit parameters
for the Cepheids in our sample are given in Table 2.
Limits of internal accuracy in the determination of the best model solution arises from
cycle-to-cycle variations in the model output. By monitoring on the order of 30 cycles we can
quantify the uncertainty introduced by these model variations. The errors in the determined
parameters are dominated by the uncertainty in P02. This becomes problematic towards
lower masses as the bump amplitude diminishes. Systematic uncertainties dominate the total
– 6 –
uncertainty however. The quoted photometric uncertainties for the MACHO photometry
account for ±0.1M⊙ in mass and ±0.002 dex in luminosity. Error bars shown in figure 4 are
the quadrature sum of systematic and internal uncertainties.
As stated above, a value of metallicity is adopted in our analysis. It is important to
remark on the effects that varying this metallicity has on our models. An exploration of this
has been presented by us in Paper 1. In this work, models were additionally constructed for
solar and SMC metallicities. It was found that the models cannot be used to distinguish
the abundance of the Cepheid with any meaningful uncertainty. If the abundance of our
sample is assumed to lie in the range Z=0.006-0.01 and Y=0.25-0.29 the resulting error in
the derived parameters from the uncertainty due to abundance is of similar magnitude as
that reported from P02 and Teff .
A less constrainable systematic effect may arise from our treatment of convection. We
note the work of Buchler et al. (1996) and Feuchtinger, Buchler & Kollath (2000) who find
that the effects of convection are important even in the vicinity of the blue edge. Whilst a
large degree of freedom is available in the internal parameters of turbulent convection models
the magnitude of this possible systematic effect remains uncertain.
4.1. Reddenings and Distance Modulus
Another independent prediction of the bump Cepheid models is the reddening to each
object. In figure 5 we present the histogram of determined reddenings. Our derived mean
reddening is 0.08.
A number of studies of line-of-sight redddening to LMC stars have been presented in
the literature. Bessell (1991) showed that the historically low values for reddening to the
LMC (< E(B−V )>∼0.03) were too low and used the Johnson & Morgan reddening-free Q
index and spectroscopic temperatures to show that the <E(B−V )>∼0.12. Harris, Zaritsky,
& Thompson (1997) use Q to form a histogram of E(B−V ) from a 2.8◦2 region of the LMC.
They find a mean reddening of 0.20 with a non-gaussian tail extending to higher E(B − V ).
Larsen, Clausen, & Storm (2000) report <E(B−V )>= 0.085. Zaritsky (1999) revisits the
data of Harris et al. and reports a strong dependence of <E(B−V )> on the spectral type of
objects used to define it. Namely, low extinctions result from red clump stars, high extinction
from OB stars. Zaritsky proposes that is the result of a larger scale height for older stars,
placing them statistically in lower reddening regions than the OB stars that reside in the
dusty disk. With this background we find that our reddenings are applicable for objects
within the LMC.
– 7 –
The mean LMC distance modulus shown in Figure 5 is 18.55±0.02. This in good
agreement with recent analysis (18.57±0.14 from the compilation of Gibson 2000).
The consistency of our derived reddening and distance modulus with previous studies
provides a validation to the input of our model. It means that the results we present here
will be consistent with results derived from linear pulsation models. Linear pulsation models
that utilize the observed colours, reddenings, apparent luminosity and distance modulus by
Sebo & Wood (1995) do indeed show pulsation masses for LMC Cepheids that are similarly
lower than evolution masses. This gives us confidence in the consistency of the linear and
non-linear pulsation theory as well as the bolometric corrections and colour transformations.
4.2. The Mass-Luminosity Relation
By modelling the bump Cepheid sample we have independently determined both L and
M for each object. We use these values to construct the mass-luminosity relation for core-He
burning stars in the LMC. Figure 4 shows the mass-luminosity relationship described by our
sample. Overlaid are the M-L relations (due to Fagotto et al. (1994) and Bressan (2001))
for three levels of convective core overshoot efficiency with Z=0.008 and Y=0.25.
The data are significantly more luminous than the predictions of standard “mild” con-
vective core overshoot (i.e. Λc = 0.5). Figure 4 recommends a degree of convective core
overshoot of Λc = 0.65 ± 0.03l/Hp. Put another way, our results favour a mass 19.5±1.0%
lower than classical evolutionary models.
The problem of reconciling mass determinations from the various techniques available
has been a problem that has plagued the field. The many phases of debate, and their
convergence, have been extensively discussed in the literature (see e.g. Cox (1980)). The
longest standing of these, the bump and beat Cepheid mass discrepancy, has to a large part
been resolved by Moskalik, Buchler, & Marom (1992) through the introduction of OPAL
opacities. The discrepancy between pulsation and evolutionary mass has not been removed
by improvements in input physics.
One possibility that has been suggested by Bono, Castellani, & Marconi (2002) is that
mass loss is responsible for the reduction in mass. As opposed to the evolutionary models used
in the study of Bono et al. that neglect mass loss, the models shown in figure 4 incorporate the
mass loss prescription of de Jager et al. (1988). This is largely responsible for the curvature
of the M-L relation towards higher masses. Furthermore, mass loss during the Cepheid phase
does not appear to be enhanced from that expected from the de Jager description (Deasy
1988). We conclude that mass loss alone can not explain the Cepheid mass discrepancy.
– 8 –
One Cepheid (MACHO 2.4661.3597: HV 905) has been the target of previous analysis
in Paper 1. However, the current work uses updated OPAL opacities and improved low tem-
perature opacities from Alexander & Ferguson (1994), and replaces bolometric corrections
of Kurucz (1993) with those of Castelli (1999). The results from this previous work were
M=5.15±0.35M⊙ and log(L/L⊙)=3.69±0.01 (uncertainties determined post-fact from the
details presented in Paper 1). Here we find M=5.62±0.22M⊙ and log(L/L⊙)=3.701±0.004.
In their description of their non-linear pulsation models that incorporate turbulent con-
vection, Bono, Marconi, & Stellingwerf (1999) compare their model output for HV 905 with
that of Paper 1. They use the mass, luminosity, Teff and abundance in Paper 1 and re-
trieve a limit cycle lightcurve that is very similar in shape to that of Paper 1. In addition,
the P02 differs by only 1% and the luminosity amplitude differs by 0.06-0.08 mag from that
presented in Paper 1. This gives us confidence that our study is unaffected by our treatment
of convection under the mixing length approximation.
Future refinement of the technique described here is possible through the comparison of
observed radial velocity variations of bump Cepheids to those predicted by our model. This
has the benefit of limiting systematic errors. At present, the accuracy of our technique is
limited by systematic photometric uncertainties (in particular transformations of MACHO
bandpasses and zeropoints). The radial velocity curve is a more robust output of the non-
linear pulsation model. Radial velocities are more closely related to the dynamical processes
within the stellar atmosphere than that of photometry which is more affected by temperature
changes than dynamical effects. Work is currently underway by us to use radial velocity
curves for bump Cepheids as a stringent test on our pulsation models. Models should be
able to accurately reproduce all observational constraints (period, shapes of light and velocity
curves). Such a critical examination of the dynamics of Cepheid pulsation offers the potential
of further model refinement.
We note that demonstrating the convective core is of greater extent than the core defined
by the Schwarzschild criterion does not determine its causation. Recent studies have shown
that rotation can provide a natural way to bring about increased internal mixing and hence
a larger core (Heger, Langer, & Woosley 2000; Meynet & Maeder 2000).
Attention to rotational mixing has been promoted by the findings of chemical abundance
studies of A supergiants (Venn 1995), B supergiants (Dufton et al. 2000), and main-sequence
B stars (Daflon et al. 2001; Gies & Lambert 1992) which imply a broad range of enhance-
ments. This behavior is interpreted as arising from self-contamination with CN-cycled ma-
terial prior to the first dredge-up. Such surface modifications can not be achieved through
CCO.
– 9 –
Furthermore, the CNO abundances for a set of 10 SMC A supergiants have been studied
by Venn (1999). These stars show a large range in N abundance enhancements ranging from
negligible to levels greater than first dredge-up. The magnitude of enhancement is much
greater than that found for a similar sample of Galactic A supergiants (Venn 1995) which
suggests a possible metallicity effect in the underlying physics of internal mixing.
Bump Cepheids of the SMC offer the opportunity to investigate the metallicity depen-
dence of internal mixing. A greater level of internal mixing such as would be produced by
generally higher stellar rotation velocities in the SMC (Venn 1999) should result in a clear
modification of the M-L relation. Work is underway to look for such effects.
5. Conclusions
In this study we have applied non-linear pulsation models to match the observed light
and colour curves of 20 LMC bump Cepheids. We have been able to place tight constraints
on the stellar parameters mass, luminosity and effective temperature as well as individual
reddenings. We have described the mass-luminosity relation over the mass range of bump
Cepheids. We find our sample is ∼20% more luminous for their mass predicted by stel-
lar evolution models that do not incorporate extension to the convective core. Under the
paradigm of convective core overshoot this amounts to Λc of 0.65±0.03l/Hp. The models
yield an LMC distance modulus of 18.55±0.02.
We thank A. Bressan et al. for providing us with unpublished evolutionary models for
Λc=1.0. We thank our referee Dr. Z. Kollath for his comments and personal calculations
regarding systematic effects due to turbulent convection. Work performed by SCK was
performed under the auspices of the U.S. Department of Energy, National Nuclear Security
Administration by the University of California, Lawrence Livermore National Laboratory
under contract No. W-7405-Eng-47.
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Fig. 1.— The V , V −R colour-magnitude diagram for fundamental Cepheids in the MACHO
catalogue. The bump Cepheids of the present study are shown in bold. Overlaid are the blue
and red edge of the instability strip described by Chiosi, Wood & Capitano (1993) assuming
E(B−V )=0.12
– 14 –
Fig. 2.— Model fits for MACHO 2.4661.3597. The numbers in each panel are: the period
ratio P02 and log Teff in the upper part, and M/M⊙, log L/L⊙, and the true distance modulus
in the lower part. Each panel contains light and color curves (dereddened). Observations
are shown as dots and models as lines. The panels in the vertical section show the effect of
changing Teff , this affects the amplitude (in the upper panel Teff is too large, the resulting
amplitude is too low). The horizontal section shows the effect of a changing P02 this affects
the phase of the bump (in the left panel P02 is too small, the phase of the bump is too
“late”). The central panel is the best model.
– 16 –
Fig. 4.— The mass-luminosity relation for the present sample of 20 bump Cepheids. Error
bars are as discussed in the text. Overlaid are the M-L relations for core-He burning stars
from Fagotto et al. (1994) and Bressan (2001) for three assumptions of the efficiency of
convective core overshoot and Z=0.008 and Y=0.25. The solid line represent the best match
to the data (Λc=0.65 l/Hp).
– 17 –
0 0.05 0.1 0.15 0.20
2
4
6
8
E(B-V)
18.3 18.4 18.5 18.6 18.70
2
4
6
8
Distance modulus
Fig. 5.— Histograms of the derived reddenings (top) and distance moduli (bottom) for the
20 Cepheids of our sample.
– 18 –
Table 1: The selected MACHO bump Cepheid sample
MACHO star id RA (J2000) Dec (J2000) < V > < V −R > P [d]
1.3441.15 05 01 52.0 -69 23 22 14.45 0.37 10.4136
1.3692.17 05 02 51.4 -68 47 06 14.53 0.39 10.8552
1.3812.15 05 03 57.3 -68 50 25 14.61 0.39 9.7118
1.4048.6 05 05 08.8 -69 15 12 14.77 0.36 7.7070
1.4054.15 05 05 42.1 -68 51 06 14.93 0.37 7.3953
2.4661.3597 05 09 16.0 -68 44 30 14.32 0.39 11.85911
6.6456.4346 05 20 23.1 -70 02 33 15.16 0.36 6.4816
9.4636.3 05 09 04.5 -70 21 55 14.16 0.41 13.6315
9.5240.10 05 13 10.1 -70 26 47 15.11 0.38 7.3695
9.5608.11 05 15 04.7 -70 07 11 14.81 0.35 7.0693
18.2842.11 04 57 50.2 -68 59 23 14.83 0.38 8.8311
19.4303.317 05 06 39.8 -68 25 13 14.65 0.37 8.7133
19.4792.10 05 09 36.9 -68 02 44 14.96 0.36 6.8628
77.7670.919 05 27 55.1 -69 48 05 14.85 0.34 7.4423
77.7189.11 05 24 33.3 -69 36 41 14.73 0.39 7.7712
78.6581.13 05 20 56.0 -69 48 19 14.97 0.36 6.9302
79.4657.3939 05 08 49.4 -68 59 59 14.23 0.43 13.8793
79.4778.9 05 09 56.3 -68 59 41 14.56 0.33 8.1868
79.5139.13 05 11 53.1 -69 06 49 14.59 0.38 8.7716
79.5143.16 05 12 18.8 -68 52 46 14.61 0.34 8.2105
– 19 –
Table 2: The details of our sample
MACHO star id P [d] P02 log(Teff) E(B − V ) µobj log(L/L⊙) M/M⊙
1.3441.15 10.4136 2.005 3.757 0.078 18.554 3.649 5.698
1.3692.17 10.8552 2.012 3.756 0.072 18.622 3.653 5.793
1.3812.15 9.7118 1.980 3.762 0.076 18.569 3.639 5.778
1.4048.6 7.7070 1.938 3.765 0.060 18.626 3.455 5.093
1.4054.15 7.3953 1.940 3.767 0.065 18.563 3.472 4.988
2.4661.3597 11.8591 2.030 3.755 0.088 18.548 3.701 5.623
6.6456.4346 6.4816 1.940 3.770 0.093 18.665 3.267 4.368
9.4636.3 13.6315 2.035 3.756 0.078 18.478 3.851 6.501
9.5240.10 7.3695 1.952 3.767 0.082 18.477 3.439 4.606
9.5608.11 7.0693 1.92 3.765 0.155 18.735 3.460 5.249
18.2842.11 8.8311 1.973 3.762 0.049 18.431 3.563 5.317
19.4792.10 6.8628 1.924 3.766 0.051 18.548 3.424 4.886
19.4303.317 8.7133 1.958 3.763 0.068 18.564 3.597 5.663
77.7670.919 7.4423 1.936 3.765 0.078 18.543 3.491 5.244
77.7189.11 7.7712 1.940 3.764 0.092 18.501 3.509 5.355
78.6581.13 6.9302 1.930 3.764 0.084 18.540 3.385 4.920
79.4657.3939 13.8793 2.032 3.758 0.112 18.528 3.815 6.742
79.4778.9 8.1868 1.953 3.762 0.071 18.643 3.527 5.364
79.5139.13 8.7716 1.968 3.763 0.068 18.509 3.570 5.417
79.5143.16 8.2105 1.95 3.763 0.114 18.571 3.540 5.465